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AddDocumentContent

AddDocumentContent

Oct 01, 2015

What to use it for

Prerequisites for usage

Essential options to set

Add content from an external file to the current document in the Workflow.

External file.

New content file.

 

Options for SmartBridge 3

OptionWhat is itHow to use it
Current document

Use CurrentDocument to indicate which data you want to process with the current Activity.

This option only becomes relevant in case a preceding Activity generated new documents.

In general, leave at the default value.

  • In most cases you do not need to modify this option.

    • With the default value, the Activity will process the original document.
  • Only enter a custom alphanumeric ID when necessary to be able to process a newly generated document.

 

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The only situation in which you might need to modify this option, is when your Workflow produces several new documents based on one incoming original document. Activities that use a single document to produce several documents:

These Activities produce several documents, and some of those might require additional, specific processing.

To be able to indicate which documents require different processing, you will need to have done the following:

  • Have SmartBridge assign an ID to the newly produced documents.
  • Within in the current Workflow, create a specific sequence of Activities for these documents.
  • Assign the documents to their sequence, by referring to their IDs.
New content file Specifies the location of the file to be added.

Specify the full path to an external document to be added.

 Supports dynamic values from Macros »

Instead of using static values you can also use dynamic values.

With so called Macros you can have SmartBridge dynamically replace (part of) the value with properties extracted from a document (e.g. recipient), or with system settings (e.g. date). See the Macros for Workflows for more details and examples.

 

Options for SmartBridge 2

 Click here to expand...

All options

Activity

Every Workflow Activity needs to have a name, and be configured to be either on or off. These generic properties are part of the Activity properties.

Option

What is it

How to use it

Name

 

A unique name for the Activity. Names are used for two reasons:

  • So you are able to identify the activity throughout the Workflow.
  • More importantly, a name is essential in case you want one Activity to refer to another, specific Activity.
  • Leave the generated name (default)
  • Or enter a unique name.

Description

Description of the activity, to give others some context about the Activity.

Enter an optional description.

Enabled

 


Specifies if the Activity should be enabled or not.

Disabled Activities will be skipped during Workflow execution and validation.

Select option from the dropdown:

  • True – Enables the Activity (default).
  • False – Disables the Activity.

Recommended: True

Content file options

Property

What is it

How to use it

New content file



Specifies the location of the file to be added.

Specify the full path to an external document to be added.

 Supports dynamic values from Macros »

Instead of using static values you can also use dynamic values.

With so called Macros you can have SmartBridge dynamically replace (part of) the value with properties extracted from a document (e.g. recipient), or with system settings (e.g. date). See the Macros for Workflows for more details and examples.

 

Document identification

In case you use the Clone Activity, SmartBridge will use this property to identify cloned documents.

Option

What is it

How to use it

Document Key

Only relevant for Workflows that contain a CloneDocument Activity.

The key of the cloned document to be used for processing.

 Click here to expand...

When creating a clone of the document (using the CloneDocument activity) you need to specify whether SmartBridge should process the clone or the original. When you have specified a Document Key, SmartBridge will assign the Document Key to cloned documents. With the Document Key assigned to cloned documents, you will be able to refer to the clones for further processing.

  • Leave empty if the activity should process the original document (default).
  • Enter or assign the Clone Document Key if the activity should process a clone document.

Recommended: Leave empty when you are not using a Clone Activity.

In SmartBridge 3 this option is replaced with 'Input Options'.

 

 

 

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Content Activities

Related to Workflow Resources